Archiving a Template

Important: An archived template is removed from the Template list in the first step of the Properties Wizard. If documents, questionnaires, or campaigns have already been created using that template, their template assignments will not change. If, however, you want to permanently delete the template by deleting it from the Archive, you will have to reassign all content using that template before doing so.

  1. If the template is currently closed, click System Settings, click Content Setup, and then click Templates.
  2. If more than one content module is currently enabled, click the Documents, Questionnaires, or Campaigns tab, and then find and open the template you intend to archive (see Finding a Template for help finding a template in a long list).
  3. Click , and then click Archive.
  1. Click Yes to confirm.

Note: For instructions on restoring an archived template, see The Archive.